Massachusetts Financial Services
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Massachusetts Financial Services’s Constellation Brands STZ Stock Holding History

Massachusetts Financial Services’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.1M Buy
479,784
+78,749
+20% +$12.2M 0.02% 411
2025
Q4 		$55.3M Sell
401,035
-70,603
-15% -$9.69M 0.02% 457
2025
Q3 		$63.5M Buy
471,638
+140,297
+42% +$22.3M 0.02% 430
2025
Q2 		$53.9M Sell
331,341
-4,884
-1% -$876K 0.02% 459
2025
Q1 		$61.7M Sell
336,225
-150,468
-31% -$27.3M 0.02% 436
2024
Q4 		$108M Sell
486,693
-13,338
-3% -$3.17M 0.03% 373
2024
Q3 		$129M Sell
500,031
-13,246
-3% -$3.28M 0.04% 353
2024
Q2 		$132M Sell
513,277
-7,991
-2% -$2.06M 0.04% 336
2024
Q1 		$142M Buy
521,268
+30,129
+6% +$7.62M 0.04% 331
2023
Q4 		$119M Sell
491,139
-13,740
-3% -$3.27M 0.04% 352
2023
Q3 		$127M Sell
504,879
-16,209
-3% -$4.23M 0.04% 324
2023
Q2 		$128M Sell
521,088
-29,272
-5% -$6.85M 0.04% 326
2023
Q1 		$124M Buy
550,360
+21,051
+4% +$4.68M 0.04% 327
2022
Q4 		$123M Sell
529,309
-41,126
-7% -$9.84M 0.04% 328
2022
Q3 		$131M Buy
570,435
+4,080
+0.7% +$994K 0.05% 288
2022
Q2 		$132M Sell
566,355
-4,713
-0.8% -$1.15M 0.05% 304
2022
Q1 		$132M Sell
571,068
-10,468
-2% -$2.42M 0.04% 344
2021
Q4 		$146M Buy
581,536
+17,012
+3% +$3.88M 0.04% 330
2021
Q3 		$119M Buy
564,524
+50,829
+10% +$11.1M 0.03% 360
2021
Q2 		$120M Buy
513,695
+42,573
+9% +$9.99M 0.04% 367
2021
Q1 		$107M Buy
471,122
+154,710
+49% +$34.9M 0.03% 374
2020
Q4 		$69.3M Sell
316,412
-8,248
-3% -$1.62M 0.02% 424
2020
Q3 		$61.5M Sell
324,660
-27,836
-8% -$5.08M 0.02% 411
2020
Q2 		$61.7M Sell
352,496
-33,913
-9% -$5.65M 0.02% 389
2020
Q1 		$55.4M Sell
386,409
-951,534
-71% -$168M 0.03% 362
2019
Q4 		$254M Sell
1,337,943
-285,722
-18% -$54M 0.1% 183
2019
Q3 		$337M Sell
1,623,665
-123,969
-7% -$24.9M 0.14% 155
2019
Q2 		$344M Buy
1,747,634
+30,087
+2% +$5.87M 0.14% 155
2019
Q1 		$301M Buy
1,717,547
+43,293
+3% +$7.29M 0.13% 155
2018
Q4 		$269M Buy
1,674,254
+33,340
+2% +$6.63M 0.13% 157
2018
Q3 		$354M Sell
1,640,914
-684,761
-29% -$146M 0.15% 149
2018
Q2 		$509M Sell
2,325,675
-104,017
-4% -$23.5M 0.22% 116
2018
Q1 		$554M Sell
2,429,692
-58,071
-2% -$12.8M 0.24% 111
2017
Q4 		$569M Buy
2,487,763
+44,802
+2% +$9.68M 0.24% 108
2017
Q3 		$487M Sell
2,442,961
-14,850
-0.6% -$2.94M 0.21% 121
2017
Q2 		$476M Buy
2,457,811
+87,413
+4% +$15.6M 0.21% 117
2017
Q1 		$384M Sell
2,370,398
-63,617
-3% -$9.92M 0.18% 137
2016
Q4 		$373M Buy
2,434,015
+96,200
+4% +$15.3M 0.18% 138
2016
Q3 		$389M Sell
2,337,815
-31,588
-1% -$5.21M 0.19% 135
2016
Q2 		$392M Sell
2,369,403
-18,023
-0.8% -$2.82M 0.2% 134
2016
Q1 		$361M Buy
2,387,426
+56,567
+2% +$8.17M 0.19% 134
2015
Q4 		$332M Buy
2,330,859
+15,756
+0.7% +$2.17M 0.18% 139
2015
Q3 		$290M Buy
2,315,103
+134,156
+6% +$16.6M 0.16% 142
2015
Q2 		$253M Buy
2,180,947
+95,919
+5% +$11.3M 0.13% 163
2015
Q1 		$242M Buy
2,085,028
+110,575
+6% +$12.4M 0.12% 167
2014
Q4 		$194M Buy
1,974,453
+383,456
+24% +$35.1M 0.1% 184
2014
Q3 		$139M Buy
1,590,997
+146,634
+10% +$12.8M 0.07% 219
2014
Q2 		$127M Buy
1,444,363
+10,060
+0.7% +$830K 0.07% 224
2014
Q1 		$122M Buy
1,434,303
+91,744
+7% +$7.3M 0.07% 227
2013
Q4 		$94.5M Buy
+1,342,559
New +$89.7M 0.05% 254

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services's STZ Position: Q1 2026 in Review

Massachusetts Financial Services increased its Constellation Brands (STZ) stake by 20% in Q1 2026, buying an estimated $12.2M and bringing the position to 479,784 shares worth $73.1M. The position accounts for 0.02% of the portfolio, ranked #411.

Massachusetts Financial Services first reported a position in STZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $569M in Q4 2017. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Massachusetts Financial Services held 479,784 shares of Constellation Brands worth $73.1M as of Q1 2026.
  • Massachusetts Financial Services bought 78,749 Constellation Brands shares in Q1 2026, an estimated $12.2M.
  • Constellation Brands made up 0.02% of Massachusetts Financial Services's portfolio in Q1 2026, its #411 holding.
  • Massachusetts Financial Services first reported a position in Constellation Brands in Q4 2013 and has held it in 50 quarters since.
  • Massachusetts Financial Services's Constellation Brands position peaked at $569M in Q4 2017.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.